Harbor PanAgora Dynamic Large Cap Core ETF (INFO) Performance
INFO total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +13.9% since Dec 31, 2025
- 1 year
- +16.6% total return
- Since first price
- +39.3% since 2024
INFO trailing returns vs SPY, QQQ, AGG
| Period | INFO total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −1.1% | −1.1% | −1.0% | −5.0% | +0.9% |
| 3 months | +2.8% | +2.8% | +3.2% | +1.9% | −0.4% |
| 6 months | +8.9% | +8.9% | +7.8% | +8.4% | −1.5% |
| YTD | +13.9% | +13.9% | +12.3% | +15.1% | −1.0% |
| 1 year | +16.6% | +16.2% | +14.4% | +15.9% | −1.1% |
| Since inceptionOct 10, 2024 | +39.3% | +38.6% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: INFO vs SPY
From Oct 10, 2024: INFO grew to $13,934, SPY to $13,495.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
INFO returns by calendar year
1 of 1 full years positive. Best 2025 (+19.8%), worst 2025 (+19.8%). 2026 is year to date.
INFO annual returns table
| Year | INFO | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +13.9% | −9.0% | +12.3% | +15.1% | −1.0% |
| 2025 | +19.8% | −19.6% | +17.7% | +20.8% | +7.2% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
INFO largest drawdowns
Now 2.7% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Jan 23, 2025 | −19.6% | Apr 8, 2025 | Jun 24, 2025 | 2 months | 5 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
INFO risk statistics
| Statistic | Since 2024 |
|---|---|
| Annualized return | +20.0% |
| Volatility (annualized) | 13.0% |
| Sharpe ratio | 1.18 |
| Sortino ratio | 2.38 |
| Best month | +10.8% |
| Worst month | −6.2% |
| Best 12 months | +34.2% |
| Worst 12 months | +16.8% |
| Positive months | 74% |
| Beta vs S&P 500 | — |
| Correlation with S&P 500 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
INFO rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 13 | +14.4% | +21.3% | +34.2% | 100% |
Every holding period starting at a month-end since 2024. Returns for 3 years and longer are annualized.
INFO performance overview
Harbor PanAgora Dynamic Large Cap Core ETF (INFO) returned +16.6% over the past year, with distributions reinvested. Since its first recorded price on Oct 10, 2024 it has returned +39.3%. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −19.6%, from Jan 23, 2025 to Apr 8, 2025, and it took 3 months to get back to the old high. Volatility has been 13.0% a year.
Related: INFO chart, INFO holdings, INFO dividends, INFO valuation. See the INFO overview for the latest quote and fund facts.
INFO performance FAQ
What is the INFO return over the past year?
INFO returned +16.6% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 16.2%.
How much would $10,000 invested in INFO be worth?
$10,000 invested in INFO at its first recorded close on October 10, 2024 would be worth about $13,934 on October 23, 2026 with distributions reinvested.
What is the biggest drawdown of INFO?
The largest peak-to-trough decline was −19.6% between January 23, 2025 and April 8, 2025. It recovered to the old high on June 24, 2025, 3 months after the bottom.
How volatile is INFO?
Over the past history INFO had an annualized volatility of 13.0% and a Sharpe ratio of 1.18 (excess return over 1–3 month T-bills per unit of risk).